Cetera Advisor Networks’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cetera Advisor Networks’s Portfolio JCPB Stock Details JCPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$8.37M	Sell	179,342 -25,229	-12%	-$1.17M	0.04%	425
2023 Q4	$9.63M	Buy	204,571 +132,323	+183%	+$5.97M	0.05%	360
2023 Q3	$3.23M	Buy	72,248 +50,243	+228%	+$2.3M	0.02%	705
2023 Q2	$1.02M	Sell	22,005 -266	-1%	-$12.5K	0.01%	1249
2023 Q1	$1.06M	Buy	22,271 +5,464	+33%	+$256K	0.01%	1203
2022 Q4	$772K	Buy	+16,807	New	+$772K	0.01%	1345

Other funds holding JCPB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Advisor Networks's JCPB Position: Q1 2024 in Review

Cetera Advisor Networks reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 12% in Q1 2024, selling an estimated $1.17M and leaving 179,342 shares worth $8.37M. The position accounts for 0.04% of the portfolio, ranked #425.

Cetera Advisor Networks first reported a position in JCPB in Q4 2022 and has held it in 6 quarters since. The position peaked at $9.63M in Q4 2023. 235 funds tracked by Wall St. Rank hold JCPB as of Q1 2024.

Cetera Advisor Networks held 179,342 shares of JPMorgan Core Plus Bond ETF worth $8.37M as of Q1 2024.
Cetera Advisor Networks sold 25,229 JPMorgan Core Plus Bond ETF shares in Q1 2024, an estimated $1.17M.
JPMorgan Core Plus Bond ETF made up 0.04% of Cetera Advisor Networks's portfolio in Q1 2024, its #425 holding.
Cetera Advisor Networks first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 6 quarters since.
Cetera Advisor Networks's JPMorgan Core Plus Bond ETF position peaked at $9.63M in Q4 2023.
235 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.